Know your numbers.
Trust what's next.
You don't need a full-time CFO. You need a virtual CFO who understands your business, connects the dots between your books and your goals, and tells you what the numbers actually mean for your next move.
You're past the bookkeeping stage. You need someone who thinks ahead.
CFO advisory isn't for every business. It's for the owner who has revenue, has complexity, and is making growth decisions that require more than a P&L — they require someone who connects the financial picture to the business strategy.
You've outgrown the freelance bookkeeper. You need more than transaction recording. You need someone who tells you what's coming and what to do about it.
CFO advisory isn't about reports. It's about the decisions they enable.
Here's what our clients know that they didn't before working with Nuve.
Which jobs made money
Job-level profitability so you stop doing work for free and double down on what's actually profitable.
What cash looks like in 90 days
A rolling cash flow forecast tied to your AR, AP, and pipeline — not a guess based on your bank balance.
Whether they can afford to hire
Hiring decisions modeled against revenue projections and cash position — not hope and gut feelings.
Where margins are leaking
KPI dashboards that show cost trends, overhead ratios, and margin erosion before it becomes a crisis.
What they'll owe in taxes
Quarterly tax liability estimates built on the same books — so April is a formality, not a surprise.
Where the business is headed
Scenario modeling for growth, expansion, and strategic decisions — backed by data, not intuition.
Strategic financial guidance built on the books we already maintain.
CFO advisory that's connected to your bookkeeping and tax — not a separate consultant reviewing stale data.
KPI Dashboards
Real-time dashboards tracking the metrics that matter: revenue, margins, cash position, overhead ratio, AR aging — visible anytime, not buried in a spreadsheet.
Cash Flow Forecasting
13-week rolling forecast tied to your receivables, payables, and pipeline. Know what's coming in, what's going out, and when it gets tight — before it happens.
Job-Level Profitability
For restoration and trades clients: gross margin per project, crew cost analysis, and visibility into which work makes money and which you're doing for free.
Scenario Modeling
What happens if you hire two people? Open a second location? Take on a bigger project? We model it against your real numbers so you decide with data.
Monthly Financial Reviews
A scheduled call each month where we walk through your numbers, flag what changed, surface opportunities, and answer the questions that matter to your business.
Strategic Advisory
Pricing strategy, growth planning, cost reduction, capacity analysis — specific advice for your specific situation from a CPA who's seen your industry before.
The questions that keep you up at night — answered with data.
"I want to add two crew members. Can I afford it?"
Instead of guessing, we model the fully loaded cost against your revenue projections and cash position. You see the breakeven point, the cash flow impact, and the timeline to ROI.
against real cash flow
"Revenue is up 30% but it doesn't feel like we're making more money."
We dig into the numbers: which jobs are dragging margin down, where overhead crept up, which cost categories grew faster than revenue. Then we give you specific actions to fix it.
and fixed with a plan
CFO advisory is the full picture. Here's how to get there.
Most clients start with bookkeeping and tax, then add advisory once they see the foundation in place.
Bookkeeping + Tax
Clean books and integrated tax strategy. The essentials, done right.
Books + Tax + CFO
Add monthly CFO insights, cash flow visibility, and proactive tax planning.
Full CFO Partnership
Forecasting, strategic planning, custom dashboards, and full financial leadership.
Transparent pricing. Clear, proactive communication. No annual contracts. If you ever stop experiencing clarity, consistency, and value — cancel anytime with 30 days' notice. No penalties. No friction. Stay because it works.
Stop managing your business on gut. Start leading with data.
Book a free 30-minute Financial Clarity Call. We'll look at your current financial setup, identify where advisory would change how you make decisions, and tell you exactly what Nuve would do.
Book a Financial Clarity CallFree · 30 minutes · No obligation · No sales pressure